💵 About Dollars & Sense: 💵Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions.💥 Make sure you subscribe so you never miss an update.👉 Visit our website: NelsonFinancialPlanning.com for more resources and to connect with our team of Certified Financial Fiduciaries. About Joel Garris:Joel Garris is a Certified Financial Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comp...
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Sep 28, 2026 · 38:59
What should you do if your bank account gets hacked—and why are rising interest rates causing so much confusion in the bond market? In this episode of Dollars & Sense, Joel…
Sep 21, 2026 · 38:20
AI is everywhere in the headlines right now—and some of the smartest people in technology are warning that artificial intelligence could pose serious risks to humanity. But is…
Sep 14, 2026 · 32:37
In this episode of Dollars & Sense, Kristin Kalley and Christina Lamb discuss three important financial topics that can impact families, couples, and investors. First, they…
Sep 7, 2026 · 38:41
Interest rates, inflation, investing, and charitable giving may seem like separate financial topics—but they all come back to one important idea: having a plan. In this episode…
Aug 31, 2026 · 38:41
The U.S. national debt has crossed $40 trillion — but what does that actually mean for everyday Americans? In this episode of Dollars & Sense, Joel Garris and Zach Keister of…
Aug 24, 2026 · 38:35
In this episode of Dollars & Sense, Joel Garris of Nelson Financial Planning discusses three important topics that can affect your financial life: knowing your income numbers,…
Aug 17, 2026 · 38:34
In this episode of Dollars & Sense, Rob Field and Joel Garris discuss how everyday financial decisions are shaped by both market conditions and personal money habits. They break…
Aug 10, 2026 · 38:27
Retirement planning is about more than simply saving enough money. In this episode of Dollars and Cents, Joel Garris breaks down several important issues retirees and…
Aug 3, 2026 · 37:32
Major student loan repayment changes are here, and borrowers on the SAVE Plan may have only 90 days after receiving their notice to choose a new repayment option. In this episode…
Jul 27, 2026 · 38:58
In this episode of Dollars & Sense, Joel Garris of Nelson Financial Planning breaks down three timely money topics that can impact everyday financial decisions. First, he looks…
Jul 20, 2026 · 39:05
The One Big Beautiful Bill has been in effect for a year — but are taxpayers actually seeing the benefits? In this episode of Dollars & Sense, Joel Garris and Christina Lamb…
Jul 13, 2026 · 39:44
Summer is the perfect time to pause, reset, and make sure your money is still working for you. In this episode of Dollars & Sense, Zach Keister and Kristin Kalley walk through…
Jul 6, 2026 · 38:39
Is Social Security really running out? And if changes are coming, what should you be doing now to prepare for retirement? In this episode of Dollars & Sense, Rob Field and Chet…
Jun 29, 2026 · 38:13
In this episode of Dollars & Sense, Joel Garris of Nelson Financial Planning covers a packed lineup of financial topics—from market volatility and index changes to summer travel…
Jun 22, 2026 · 39:09
As parents, it’s natural to want to help your children—especially when they’re facing financial challenges. But when that support becomes open-ended, it can create serious risks…
Jun 15, 2026 · 37:43
In this episode, we look at three forces that can shape—or sabotage—an investor’s long-term success: exciting investment stories, nonstop financial headlines, and everyday money…
Jun 8, 2026 · 37:46
Are today’s market highs a sign of strength—or a reason for caution? In this episode of Dollars & Sense, Joel Garris breaks down what investors should pay attention to as stocks…
Jun 1, 2026 · 39:18
In this episode of Dollars & Sense, Kristin Kalley and Christina Lamb tackle two important financial topics that can have a big impact on your family’s future. First, they break…
May 25, 2026 · 37:41
What investment habits can quietly hurt your retirement plan? In this episode of Dollars & Sense, Chet and Rob break down 7 common investor behaviors that can create unnecessary…
May 18, 2026 · 38:50
Tax season may be over, but tax scams are not. In this episode, Joel Garris and Christina Lamb break down the IRS’s annual “Dirty Dozen” list of the most common tax scams…
May 11, 2026 · 38:42
Join Joel Garris on this insightful episode of Dollars & Sense, where he explores the top questions you should ask your financial advisor, planner, or wealth manager. Discover…
May 4, 2026 · 38:13
Actionable Advice for New Grads and Their Families Ready to celebrate graduation season with a dose of real-world financial wisdom? 🎉 Join Certified Financial Fiduciaries™ Chet…
Apr 27, 2026 · 38:13
In this episode of Dollars & Sense, Joel Garris tackles two of the most misunderstood—and most impactful—areas of financial and estate planning. First, Joel breaks down a common…
Apr 20, 2026 · 39:01
April 15 is in the rearview mirror—but what did we actually learn from this tax season? In this episode of Dollars & Sense, Joel Garris and CPA/CFP® Kristin Castello break down…
Apr 13, 2026 · 38:44
This episode covers three topics that can have a big impact on your financial future: how to avoid a surprise tax bill next year, why a Health Savings Account (HSA) may be one of…
Apr 6, 2026 · 38:07
Join Joel Garris and Rob Field for a lively Easter edition of Dollars & Sense! In this episode, we kick things off celebrating Easter and exploring its unique mix of Christian…
Mar 30, 2026 · 38:25
In this episode of Dollars & Sense with Joel Garris, CERTIFIED FINANCIAL PLANNER® at Nelson Financial Planning, we tackle some of the hottest financial topics of the week: IRS…
Mar 23, 2026 · 39:41
Join Joel Garris and Chet Cowart on this week’s episode of Dollars & Sense as they take you courtside for a lively discussion that fuses the excitement of March Madness with the…
Mar 16, 2026 · 39:09
Unlock Savings, Outsmart Scammers, and Take Control of Your Taxes Ready to make your taxes work for you—and not just for Uncle Sam? Join us for a deep dive into the tax credits…
Mar 9, 2026 · 38:51
This week’s episode of Dollars & Sense dives into the headlines shaking up the financial world—from the U.S. and Israel’s military action in Iran and rising oil prices to the…
Mar 2, 2026 · 39:36
Ready to safeguard your finances and make confident life transitions? In this must-listen episode of Dollars & Sense with Joel Garris, Joel dives into two of today’s most…
Feb 23, 2026 · 39:28
Understanding the Human Side of Financial Decisions Join Certified Financial Fiduciaries™ Zach Keister and Christina Lamb for an eye-opening episode of Dollars & Sense that dives…
Feb 16, 2026 · 39:48
With gold and silver surging to eye-catching highs, Joel unpacks whether now is really the right time to jump in. Get the unvarnished truth about the risks and realities of…
Feb 9, 2026 · 37:31
In this episode, Rob Field and Chet Cowart explore the parallels between training for a marathon and investing for the future, emphasizing how each investor's personal goals and…
Feb 2, 2026 · 37:43
Join hosts Joel Garris and Zach Keister on this action-packed episode of Dollars & Sense as they break down the fast-paced start to 2026. Discover why the stock market’s…
Jan 26, 2026 · 39:47
In this compelling episode of Dollars & Sense with Joel Garris, the show dives deep into two urgent financial realities that could reshape your future: the explosion of…
Jan 19, 2026 · 39:29
Curious how the latest tax law updates and retirement plan changes will impact your wallet in 2026? This week on Dollars & Sense, Joel Garris and Christina Lamb cut through the…
Jan 12, 2026 · 40:22
Discover the Financial Ripple Effects of Geopolitical Turmoil and 2026’s Major Tax Reforms In this episode of Dollars & Sense with Joel Garris, hosts Joel and Kristin tackle two…
Jan 5, 2026 · 40:45
Kick off 2026 with Joel Garris on Dollars & Sense as he dives into two critical topics: the latest market trends and practical financial resolutions. This episode opens with a…
Dec 29, 2025 · 40:00
How This Year’s Biggest Events and Behavioral Insights Can Transform Your Financial Future 2025 has been a year packed with transformative moments—political shifts, market…
Dec 22, 2025 · 40:08
Discover budget-friendly holiday tips and creative gift ideas on Dollars & Sense In this festive episode of Dollars & Sense, hosts Zach Keister and Rob Field dive into the…
Dec 15, 2025 · 39:27
In this week’s episode of Dollars & Sense with Joel Garris, Joel dives into two urgent questions facing American investors and retirees: How will the Corporate Transparency Act…
Dec 8, 2025 · 40:20
Discover How to Manage IRMAA, Avoid 401(k) Mistakes, and Make Your Giving Go Further! Unlock the secrets to smarter financial planning in this week’s episode of Dollars & Sense…
Dec 1, 2025 · 38:08
On this episode of Dollars & Sense with Joel Garris, get ready for a power-packed financial guide as Joel unpacks the must-do year-end financial checklist, reveals the surprising…
Nov 24, 2025 · 39:34
Curious about the latest retirement updates and how to safeguard your finances in a digital world? In this engaging Thanksgiving episode of Dollars & Sense, hosts Joel Garris and…
Nov 17, 2025 · 40:06
In this episode of Dollars & Sense with Joel Garris and Kristin Castello, listeners get a front-row seat to a lively discussion on the latest government updates, major tax…
Nov 10, 2025 · 39:35
Welcome to this week’s Dollars & Sense episode with Joel Garris! Are you wondering if you should rent or buy in today’s crazy market? Or how AI is really reshaping the…
Nov 3, 2025 · 40:21
In this episode of Dollars & Sense, Joel Garris and Christina Lamb tackle two of the most pressing topics in personal finance: the power—and pitfalls—of leveraged ETFs, and the…
Oct 27, 2025 · 38:49
In this episode of Dollars & Sense with Joel Garris, listeners are treated to an insider’s perspective from a prestigious investment conference attended by just 100 select guests…
Oct 20, 2025 · 40:03
In this can’t-miss episode of Dollars & Sense, hosts Joel Garris and Zach Keister tackle the timely topics reshaping America’s financial landscape. They kick off with a deep dive…
Oct 13, 2025 · 38:19
In this episode of Dollars & Sense, host Joel Garris breaks down the critical steps to "die better"—or at least be better prepared—by mastering the essentials of estate planning.…
Oct 6, 2025 · 38:23
n this episode of Dollars & Sense, hosts Kristin Castello and Chet Cowart dive into the hottest topics shaping your retirement future, including the latest proposed changes to…
Sep 29, 2025 · 38:17
In this engaging episode of Dollars & Sense with Joel Garris, listeners are taken on a journey through the fascinating world of old paper stock certificates and the essential…
Sep 22, 2025 · 40:21
In this episode of Dollars & Sense, Joel Garris and Rob Field take listeners on a practical journey through two crucial areas that impact your wallet—Medicare Advantage and the…
Sep 15, 2025 · 38:33
Ready to take control of your finances and break free from the mental traps that sabotage your savings? In this episode of Dollars & Sense, hosts Joel Garris and Zach Keister…
Sep 8, 2025 · 38:06
Are you prepared to safeguard your financial future and tackle the challenges of estate settlement? In this episode of Dollars & Sense, we dive deep into the essentials of risk…
Sep 1, 2025 · 39:10
Ready to supercharge your retirement strategy? In this episode of "Dollars and Sense," host Joel Garris tackles two of the biggest questions facing today's retirees: how to check…
Aug 25, 2025 · 39:51
Ready to make the most of your taxes in 2025 and beyond? In this value-packed episode of Dollar & Sense, Joel and Kristin break down the latest game-changing updates to tax…
Aug 18, 2025 · 39:59
On this episode of Dollar & Sense, hosts Joel and Chet dive into two hot topics that are reshaping financial futures: the rising cost of college and the common fear of investing.…
Aug 11, 2025 · 39:10
This episode of Dollars & Sense puts the spotlight on the economic headlines shaping your future. Get an insider’s look at the landmark OBBB tax bill, including powerful updates…
Aug 4, 2025 · 39:04
Ready to outsmart the latest financial fads and futureproof your family’s well-being? This episode of Dollar & Sense is packed with candid truth and practical guidance you won’t…
Jul 28, 2025 · 38:57
This week, hosts Zach and Christina bring their signature blend of expertise and energy to help you navigate some of the hottest financial topics of the season. From family…
Jul 21, 2025 · 40:10
We break down the wild swings of Q2 2025 markets (did you know it was the first time since 1938 the S&P 500 was both up AND down 10%+ in a single quarter?! 🤯), explain what the…
Jul 14, 2025 · 43:52
In this insightful episode of "Dollars & Sense," we dive into three financial topics that resonate with many of us. First, we explore the journey of setting up a business,…
Jul 7, 2025 · 39:11
Hosts Rob Field and Kristin Castello share practical insights on evaluating real estate as a passive income stream—covering the numbers, the pitfalls, and common misconceptions…
Jun 30, 2025 · 38:57
On this episode of Dollars & Sense, Joel and Zach dive into two critical financial topics you don’t want to miss! First, they break down the latest Social Security updates,…
Jun 23, 2025 · 38:47
On this week's episode of Dollars & Sense, we dive into two hot financial topics that could impact your wallet and your future investments! Model Portfolios: Did you know assets…
Jun 16, 2025 · 37:49
his week’s episode of the Dollars & Sense Financial Podcast dives deep into two crucial financial topics: the emotional and logistical challenges of retirement and the shifting…
Jun 9, 2025 · 40:25
In this episode of the Dollars & Sense Financial Podcast, host Joel Garris dives into two essential and often overlooked topics: how to discuss finances with your kids and how to…
May 26, 2025 · 40:36
Looking to unlock the secret to millionaire status while keeping your investments on track? This week's episode of Dollars & Sense dives into the surprising path most U.S.…
May 19, 2025 · 40:36
Ready for some 🔥 financial updates? In this episode of the Dollars and Sense podcast, Kristin Castello and Chet Cowart dive deep into two major conversations affecting your…
May 12, 2025 · 41:20
Join us on this week's episode of Dollars & Sense for some insightful discussions about the investments you should be cautious about and the important moments to update your…
May 5, 2025 · 40:20
In this episode of Dollars & Sense, financial expert hosts Joel and Christina delve into the complexities of tax season and share the top 10 tax trouble spots that individuals…
Apr 28, 2025 · 40:15
📈💰 In this week's episode of Dollars & Sense, we dive deep into the importance of math when making investment decisions. Learn how accurate calculations can make or break your…
Apr 21, 2025 · 39:27
🚀 Dive into this week's episode where we cover EVERYTHING from volatile markets 📈 to savvy pet financial planning 🐶🐱, and the secret sauce to a successful retirement! 🏖️ 🔥…
Apr 14, 2025 · 40:30
This week's episode of Dollars & Sense dives deep into the latest market developments following President Trump's suspension of tariffs, showcasing an unprecedented surge in the…
Apr 7, 2025 · 40:48
🎙️ Financial experts, Joel and Chet, discuss the complexities of market volatility and uncover the '7 Deadly Investing Sins.' 🏦💼 Learn how to stay ahead in unpredictable times…
Mar 31, 2025 · 40:26
🔊 Tune in to this week's episode of Dollars & Sense where we dive into the latest market trends 📊 and essential tax tips 💸! Discover how the "Mag 7" stocks' performance…
Mar 24, 2025 · 40:33
In our latest episode, we dive into the complexities of tariffs and their impact on global trade 🌍, as well as the future of Social Security 📅. With trade deficits at $1.1…
Mar 17, 2025 · 40:31
In this week's episode of Dollars & Sense, key strategies for protecting yourself from tax identity theft and tips for navigating investment taxes were discussed. Tax Identity…
Mar 10, 2025 · 40:33
In this episode of Dollars & Sense, hosts Joel Garris and Zach Keister delve into the recent market volatility and its impact on investment portfolios. They emphasize the…
Mar 3, 2025 · 41:17
Ready to optimize your retirement and stay ahead of new scams? In this week's episode of Dollars & Sense, Joel goes over creating a tax plan that can save you money in…
Feb 24, 2025 · 40:45
In this episode of Dollars & Sense, Joel and Rob dive deep into the world of annuities. They break down the complexities, from guaranteed incomes to the hidden fees that could…
Feb 17, 2025 · 40:24
Joel will delve into the unique financial and health challenges men face in retirement. From the importance of mental health to navigating healthcare and maintaining physical…
Feb 10, 2025 · 40:29
Join Joel and special guest Christina Lamb, a fellow CFF and IRS enrolled agent, on the latest episode of Dollars & Sense. They dive into 5 early tax season trends that are…
Feb 3, 2025 · 40:19
🎙️ In this episode of Dollars & Sense, Joel dives into the latest headlines about Chinese AI developments and shares essential tips to help you avoid common retirement missteps.…
Jan 27, 2025 · 40:56
Join guest hosts and financial experts Chet Cowart and Kristin Castello as they outline the big tax changes coming in 2025 on this episode of the Dollars & Sense Podcast! 🎙️ 🗓️…
Jan 20, 2025 · 40:16
In this episode of Dollars & Sense, Joel dives into the recent uptick in market volatility as 2025 kicks off. 📈 How does this tie into the latest economic data? And what might…
Jan 13, 2025 · 41:47
Zach Keister joins Joel Garris for an in-depth discussion on the essential tools you need to achieve your financial goals successfully. 💼 They explore the serious consequences…
Jan 6, 2025 · 40:16
Join Joel in this insightful episode of Dollars and Sense as he lays out the top financial resolutions for the new year and provides practical tips on how to achieve them. 💰…
Dec 30, 2024 · 40:27
Join us for the final episode of Dollars & Sense in 2024 with your host, Joel Garris! 📈🔍 In this special wrap-up, Joel revisits his market predictions from a year ago—did he…
Dec 23, 2024 · 39:35
🎙️ Welcome to a special episode of Dollars & Sense with guest hosts Rob Field and Christina Lamb! 💰 In this exciting episode, our financial experts delve into the fascinating…
Dec 16, 2024 · 40:18
On this week’s program, Joel provides updates on the suspension on the Beneficial Ownership Report obligation that was due to be required at year end for small businesses. In…
Dec 9, 2024 · 40:28
Join Joel Garris and guest host Chet Cowart on this episode of Dollars & Sense! 💵 They're diving into the uptick in financial scams during the holiday season 🎄🔍 and sharing…
Dec 2, 2024 · 39:59
This week on Dollars & Sense, Joel dives into some hot topics you won't want to miss! 🔥 💼 Joel shares cautious optimism about rate cuts during market highs. 📈 📑 The Corporate…
Nov 11, 2024 · 40:09
🎙️📈 Join Joel in a deep dive into the potential impact of the current political climate on tax and retirement changes. With expert insight and astute analysis, we explore what…
Nov 4, 2024 · 40:30
🚀🎙️ New Episode Alert! 🎙️🚀 In this special Election Edition of Dollars & Sense, Joel reviews his 2025 predictions and shares insights on how the upcoming election might shape…
Oct 28, 2024 · 40:14
🎙️Join us on this episode of Dollars & Sense as Zach Keister and Joel Garris dive into the crucial questions every couple should ask about their finances. 💑💸 Plus, uncover the…
Oct 21, 2024 · 40:00
📈✨ In this week's episode, Joel recaps some of the latest investment insights fresh from his Los Angeles trip, where he met with top institutional investors. 🌟 Plus, get Joel's…
Oct 14, 2024 · 40:06
Joel delves into the complexities of passing assets from one generation to the next and emphasizes the importance of good estate planning to mitigate these issues with 4…
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